Retirement Articles

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  1. Social Security Strategies: What’s Best to Do Now

    The Bipartisan Budget Act has changed some of rules of the maximizing-benefits game. There are ways to cope, but you may ...
  2. 3 Funds That Stand Tall in Market Downturns

    Learn about how you can protect your portfolio from 2008-like disaster with these three funds that stood tall and outperformed ...
  3. How to Help Clients Plan Their Funerals

    Advisors should be talking to clients about delineating funeral wishes in a secure way so family members aren’t let out of ...
  4. 3 MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top three of its funds to consider with ...
  5. 3 Prudential Funds Rated 5 Stars by Morningstar

    Learn about Prudential, its mutual fund offerings and the top three Prudential funds rated five stars by Morningstar Investment ...
  6. How Safe Is Your Pension?

    A 2014 law permits some private pension plans to reduce benefits. How to figure out if your retirement income is endangered.
  7. Can the Market Affect Social Security Benefits?

    What you should know about the relationship between the stock market and your monthly Social Security check.
  8. Is Under Armour Stock Suitable for Your IRA or Roth IRA? (UA)

    Explore the fundamentals of Under Armour stock, and discover why it better suits a Roth IRA than a traditional IRA.
  9. National Parks: Best Travel Deal Ever for Retirees

    The U.S. National Park System is expansive, but the one thing it isn't for retirees is expensive. All you have to be is 62.
  10. Taking a Roth IRA Early Withdrawal for College Tuition

    Weigh this Roth IRA strategy against using a 529 plan to save for college – it may be smarter.
  11. Find the Best Social Security Lawyers: Here's How

    A good Social Security lawyer may make the difference between qualifying for disability benefits and being left out in the ...
  12. Is Gilead Stock Suitable for Your IRA or Roth IRA? (GLID)

    Learn why Gilead's growing revenues, healthy margins and attractive valuations make it an ideal investment for your traditional ...
  13. Step by Step: Applying for Social Security Disability

    Applying for disability benefits is no easy task – but it's well worth your time and effort if a disability is preventing ...
  14. Top 3 Financial Steps to Take on Disability

    Going on disability can be a stressful time financially. Here are 3 steps to take on disability to help protect against significant ...
  15. These 6 Robo-Advisors Manage the Most Money

    Investors should look at a variety of factors when choosing a robo-advisor. Here's a snapshot of the more popular ones.
  16. When it Makes Sense to Reverse an IRA Conversion

    The IRS allows taxpayers whose conversions turn out to be badly timed to reverse this transaction. Here's when it makes sense ...
  17. How to Pick a Health Savings Account Custodian

    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  18. Invest in Your Health Now for a Good Retirement

    Being in good health can save you money and make your post-work life happier and more enjoyable. Start early and focus on ...
  19. When Is it Time to Stop Saving for Retirement?

    Successful retirement planning demands lots of saving and smart money management. But once you retire, how do you transition ...
  20. Annuity Rates: Lock in Now or Wait?

    With interest rates so low, does it make sense to lock in an annuity right now? We weigh the pros and cons.
  21. 3 Signs You're On The Right Track Financially in Your 40s

    Understand what you need to do to stay on the right financial track once you reach your 40s. Learn about three key indicators ...
  22. 6 Important Retirement Plan RMD Rules

    Paying taxes is inevitable - that's why you need to learn about the rules for required minimum distributions.
  23. Universal Life Insurance: Dangers for Retirees

    This type of permanent life insurance is often touted as a source of income, but using it that way is full of traps. So, ...
  24. Maximize the Tax Benefit from Your Annuity

    Understand how nonqualified annuities are taxed during your lifetime, and how they are taxed when passed on to your beneficiaries.
  25. 10 Signs You Are Not OK to Retire

    Carrying a lot of debt? Haven’t yet figured out a long-term financial plan? These are just two of the reasons you shouldn’t ...
  26. 5 Tips on Trading During Your Retirement Years

    Having fun is key to being happy during retirement. Here are five tips on how to act responsibly for retirees who want to ...
  27. When Are You Too Old for a Mortgage?

    The answer to that question is a personal one, as long as your finances qualify you for a home loan. Here are the factors ...
  28. Additional Streams of Income for Seniors

    Find out how a reverse mortgage can work in your favor during retirement.
  29. Best Investment Categories for Retirement Funds

    An asset allocation that reflects your age and investment objectives is one of the keys to a low-stress retirement.
  30. The 3 Best Stocks Retirees Should Consider in 2016

    Discover the three best stocks for a 2016 retirement portfolio with strong competitive positions and viable financial positions ...
  31. The Top 4 Manning & Napier Funds for Retirement Diversification in 2016

    Learn about four mutual funds administered and managed by Manning & Napier that can help investors diversify their retirement ...
  32. Top 3 UBS Global Funds for Retirement Diversification in 2016

    Learn about UBS's asset management business, past mutual fund performance and the top three UBS mutual funds to consider ...
  33. Ten Social Security Questions Everyone Asks

    The average American doesn’t know enough about Social Security. Here are answers to 10 of the more common questions people ...
  34. Invesco’s Top Funds for Retirement

    Here's a list of Invesco investments—retirement funds—that may work for you if you have the time to let them mature over ...
  35. Top 4 Royce Funds for Retirement Diversification in 2016

    Discover four of The Royce Funds mutual funds suitable for diversifying retirement portfolios that focus on investing in ...
  36. What Your Credit Score Means for Your Love Life

    Wondering if your significant other wants to commit and is reliable? The Fed might have the answer.
  37. Top 3 VALIC Funds for Retirement Diversification in 2016

    Learn about the VALIC fund family, its performance relative to its peers and the top three VALIC funds to consider for retirement ...
  38. Tips for Making Your Nest Egg Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  39. The Gay Couple's Guide to Social Security Benefits

    The recent U.S. Supreme Court decision on marriage equality affords same-sex couples access to Social Security benefits. ...
  40. 10 Ways to Protect Your Social Security Number

    Identity theft thrives in part because people must give their Social Security number for so many types of interactions. How ...
  41. Profit from Art with a Charitable Remainder Trust

    With a CRUT, art collectors can avoid capital gains taxes on the sale of art– while also leaving their favorite charity a ...
  42. Top 3 Lazard Funds for Retirement Diversification in 2016

    Learn about Lazard Asset Management, its long history of strong performance and the top three Lazard funds to consider for ...
  43. 3 Healthy Financial Habits for 2016

    ”Winning” investors don't just set it and forget it. They consistently take steps to adapt their investment plan in the face ...
  44. Should You Retire in Greece This Year?

    The Greek financial crisis has left the nation in a vulnerable economic state. Does that make it a good place for expat retirees ...
  45. Early Out: A Realistic Plan to Retire Younger

    If you want to retire ahead of schedule, it'll take some extra planning.
  46. Before You Agree to Be an Executor: Know This

    How to avoid 5 surprising hazards of being the executor of an estate.
  47. Which Fund Share Class is Best for Retirement?

    Mutual funds are a popular investment for retirement. Here's how to choose the best share class when investing in them.
  48. Top 3 Voya Funds for Retirement Diversification in 2016

    Learn about Voya Investment Management's mutual fund offerings and the three Voya funds to consider for retirement diversification ...
  49. 5 Reasons Americans Retire Abroad

    From better weather to a cheaper cost of living, here are 5 reasons to make the move.
  50. Social Security Changes for 2016

    Every year, Social Security undergoes a set of changes. For 2016, some features are staying the same and others are disappearing. ...
  51. Smart Ways to Tap Your Retirement Portfolio

    A rundown of strategies, from what to liquidate first to how much to withdraw, along with their tax consquences.
  52. Social Security: Navigating it with Your Clients

    Many people don’t realize how confusing Social Security can be until they're face to face with taking it. Here's how to talk ...
  53. Pimco’s Top Funds for Retirement Income

    Once you're living off the money you've saved for retirement, is it invested in the right assets? Here are some from PIMCO ...
  54. What Baby Boomers Need to Know About IRA RMDs

    Mandatory minimum distributions from traditional IRAs and qualified plans cannot be avoided. But there are several ways to ...
  55. Top 4 Davis Funds for Retirement Diversification in 2016

    Discover the four best mutual funds managed by Davis Advisors that pursue different investment strategies that can help diversify ...
  56. Is it Safe for Retirees to Invest in Technology?

    Tech stocks are volatile creatures, but there are ways even risk-adverse retirees can reap rewards from them. Here are some ...
  57. Retirees: How to Survive When Interest Rates Drop

    Low interest rates are a portfolio killer if you're living off of investment income. Some strategies for dealing.
  58. 4 Mutual Funds You Wish You Could Include In Your 401(k)

    Discover four mutual funds everybody wishes were in their 401(k)s. Learn which five-star-rated no-load funds leave their ...
  59. Beware the Sneaky Math of Universal Life Insurance

    Universal life insurance's cash value can be a cash cow – if there's any left. Read on to see if it'll work as an income ...
  60. Top 3 Allianz Funds for Retirement Diversification in 2016

    Discover the top three Allianz funds for retirement diversification in 2016, with a summary of the portfolio's managers, ...
  61. The Top 4 Russell Funds for Retirement Diversification in 2016

    Discover four mutual funds administered and managed by Russell Investments that would add diversification benefits to a retirement ...
  62. The 3 Best American Funds for the Income Seeker in 2016

    Learn about American Funds' mutual fund offerings, their past performance compared to peers and three American funds to consider ...
  63. Is Living in Europe Cheaper than in America?

    Learn how living in Europe has financial advantages over living in the United States. Discover the benefits to take advantage ...
  64. Top 5 Cities To Retire To In Croatia

    Cheaper than the Italian coast along the Adriatic Sea, but full of natural beauty, good food and active sports.
  65. The Top 6 Books for Estate Planning

    Here are six outstanding books that can help you with your estate planning.
  66. 5 Reasons Millennials Lead in Saving for Retirement

    Say what you want to about millennials but the one thing they are doing better than any other generation is saving for retirement. ...
  67. Shopping the New Retirement Products

    There are more options than ever for retirement portfolios these days. Choosing the right product comes down to your needs, ...
  68. Retirees: 7 Lessons from 2008 for the Next Crisis

    When the last big market crisis hit, many retirees ran to the sidelines. Next time, there are better ways to manage your ...
  69. Top 3 PIMCO Funds for Retirement Diversification in 2016

    Explore analyses of the top three PIMCO funds for 2016 and learn how these funds can be used to create a diversified retirement ...
  70. How To Make Sure Your Healthcare Costs Do Not Ruin Your Retirement

    The best proactive plan of action for a stable retirement is to understand medical costs, plan ahead, invest properly, and ...
  71. Is Retiring in France Safe Today?

    After a series of deadly terrorist incidents, some may be asking themselves this question.
  72. The Top 4 Income Investments for Retirees in 2016

    These four investment types should mitigate risk in 2016 for retirees seeking income.
  73. Advisors: $240B in Fees Up for Grabs by 2030

    Advisors have an opportunity to win generational assets over the next 15 years. Here are some tips on how to cater to different ...
  74. The 5 Best T. Rowe Price Funds for the Income Seeker in 2016 (TROW)

    Find out which T. Rowe Price mutual funds to use to create a diversified income portfolio for current income, income growth ...
  75. 3 Small Steps to Maximize Your Investing Goals

    Instead of starting the New Year with ambitious resolutions, why not taking smaller manageable steps that can have a real ...
  76. 7 Creative Ways to Save for an Early Retirement

    Take note of these out of the box steps you can take towards securing yourself an earlier, more comfortable retirement.
  77. Cash Value vs Term Life Insurance: Which is Best?

    The debate between cash value life insurance and term insurance plus an investment plan is an ongoing one. Here's a look ...
  78. Top 3 Thornburg Funds for Retirement Diversification in 2016

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  79. The Top 3 Oakmark Funds for Retirement Diversification in 2016

    Learn about what makes Oakmark Funds desirable for retirement investing. Read about the top three Oakmark funds to research ...
  80. SRI Funds and Your 401(k): What You Need to Know

    Socially responsible, green and impact investing options are now DoL-approved for 401(k) plans. Here's what investors should ...
  81. How Medicaid Works After Retirement

    Reasons why, after you retire, you need to know how Medicaid works – and especially how it relates to Medicare.
  82. Warren Buffett's Investment Lessons for Retirees

    For those in retirement, Warren Buffett's clear, timeless advice on investing is worth a look.
  83. Retirement Plan Tax Prep Checklist

    Here's a list of items you need to have in order by tax time, including paying attention to those pesky required minimum ...
  84. Top Tips to Transition into Retirement Confidently

    Here are some of the best ways to make the transition to retirement painless.
  85. When to Fire Your Advisor and Go Robo-Advisor

    Human financial advisor or robo-advisor: Which suits your needs best? Here are some general tips to help guide you to the ...
  86. When Low Volatility Funds Make Sense for Retirees

    Low volatility investments let you “smooth out” the market's day-to-day or month-to-month choppy waters. But is a smooth ...
  87. 4 Things That Make a Stock a Risky Bet

    Risk is everywhere and when it comes to stocks it can take many forms. From price risk to volatility risk, there’s a lot ...
  88. 4 Assumptions That Can Hurt Your Retirement

    Retirement planning is a must, but having a plan that's filled with old and dated assumptions can cause great harm.
  89. Want Your Will to Prevail? Don't Die Intestate

    If you die without making a last will and testament, you are said to have died intestate. What happens to your assets in ...
  90. How You Actually Get Your Pension After Retirement

    No matter what type of pension plan you have at work, decisions have to be made when you retire. Here are your options.
  91. Should Leavers Roll Over 401(k) Assets or Not?

    More and more companies are urging soon to be retirees to keep theirs assets in the company 401(k) plan. Is this a good idea?
  92. The Top 5 Buffalo Funds for Retirement Diversification in 2016

    Discover the top five Buffalo Funds for retirement diversification in 2016, with a summary of each fund, including manager ...
  93. Should You Let a Family Member Manage Your 401(k)?

    Learn how a family member managing your 401(k) is probably not the most auspicious move you can make, and identify several ...
  94. Retiring in Puerto Rico: The Pros and Cons

    Puerto Rico is a popular retirement spot for those seeking new experiences and a better climate while staying close to home. ...
  95. How a 457 Plan Works After Retirement

    457 retirement plans are complicated. Here's a quick guide to how they work after you retire.
  96. The Top 4 Credit Suisse Funds for Retirement Diversification in 2016

    Discover the top four Credit Suisse funds for retirement diversification in 2016, complete with a description of each fund ...
  97. The 4 Best BlackRock Mutual Funds for Your Roth IRA (BLK)

    Discover the four best mutual funds administered and managed by BlackRock that invest in a wide variety of fixed income and ...
  98. Your Retirement Lifestyle

    Planning for retirement doesn't just mean saving money. It also involves how you'll live. Some thoughts to consider before ...
  99. Boomers: Try These 6 Unusual Retirement Tips

    You're likely well-versed in the usual retirement planning tips. Here's a list of lesser-known ways to try to fatten up your ...
  100. 8 Challenges to Retirees’ Portfolios in 2016

    World stock markets in turmoil, rising interest rates, higher Medicare costs...this year could be a tough one for retirees ...
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